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Financial Coaching And Services
Financial Coaching
What is Financial Coaching?
Much like a personal trainer for your finances, the job of a financial coach is not just to help you set goals but to provide regular education, accountability, effective solutions, strategies and mentorship to help you actually achieve them.
Who is financial coaching good for?
For people who may feel like they don’t have a very good relationship with money and want to improve their money management skills.
For people who need a roadmap for paying down credit cards, student loans, and other high-interest debt.
For people who feel overwhelmed by their finances and need some help getting organized and setting up good systems
For people who want a budget that actually makes sense to THEM.
Who is financial coaching NOT for?
For the people who have mastered their budget and have paid down most of their debt but may be ready to focus more on long-term issues such as financial planning. That’s why PTM Resources prides itself in offering other more progressive services
Other Services.
PTM provides coaching and consultation in both financial services and other life enhancement skills. Our versatility in service offerings gives our clients the option to work with us on different levels. We have the ability to shop for companies that can address our client’s needs even if age and health issues become an insurable factor. Our professional license then allows us to submit applications for the financial service product(s) that best address the need that has been determined. Our services include but are not limited to:
Premarital/Couple Coaching
Family Mediation and Coaching
Business Start Up Coaching
Tax Planning
College Funding
Retirement Preparation
& More!
